Agile Independent Financial Advice Ltd

We know money isn’t just numbers—it’s your life, your family, and your future. Based in Leeds, but serving clients countrywide,  we’re proud to be a fully independent. Our Chartered advisers Chris and Cindy provide professional, honest advice,  focused on you.

We can help you with everything long term financial planning -  from retirement forecasting and pension consolidation to growing wealth as an individual or business owner. We also help many of our clients create a clear estate planning strategy, ensuring your hard earned wealth is passed on to your loved ones at the right time and in the right amounts.

We promise to 'tell you like it is', whilst showing you what your financial future could look like with easy-to-understand tools and financial forecasting.

Because we’re independent, we search the whole market to find the best solutions for your needs. And as life changes, we’ll adapt your plan so it always works for you.

Our promise is simple: to be your financial guide, for life. 

We're open about our costs, which you'll find detailed on our website. No product-pushing, no hidden fees—just friendly, expert advice designed to give you confidence and peace of mind.